Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Davenport is a financial advisor with Compass Financial Management LLC, located in Sarasota, FL. James is a Certified Financial Planner, and has experience in providing financial advice to individuals, businesses and retirement plans. He has been a registered representative since March 2010. James has also been a registered insurance agent since October 2015.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
FL
09/07/2023 - Present
Compass Financial Management LLC (Sarasota FL)
FL
03/07/2017 - 08/01/2023
HALO SECURITIES, LLC (Sarasota FL)
IL
10/27/2015 - 02/28/2017
AUSDAL FINANCIAL PARTNERS, INC. (Oak Brook IL)
IL
03/11/2010 - 11/10/2015
CHARLES SCHWAB & CO., INC. (PARK RIDGE IL)
BOTH
Issued 07/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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